clearPATH University
Wed, Nov 08
|Holiday Inn Hotel & Suites Atlanta Airpo
Join us for a 2-day workshop to learn how to expertly utilize the clearPATH Online software through case studies and discussing with other advisors on how they use it in their practice.
Time & Location
Nov 08, 2017, 1:00 PM – Nov 09, 2017, 3:00 PM
Holiday Inn Hotel & Suites Atlanta Airpo, 1380 Virginia Ave, Atlanta, GA 30344, USA
About the event
Introduced to the clearPATH Online software
How clearPATH Online differs from our previous software and why its results are more usable and informative
Training on new features in the software, including: Personal Risk Assessment Scores, Income Guarantee Analysis, and Death Benefit Analysis
Exclusive preview of our brand new Variable Annuity analysis tool, clearPATH Optinuity, available soon!
Intensive training using actual case studies with breakout groups and learn how to present a recommended plan to the client
Ideas on investment product implementation and other management strategies and how to position them within clearPATH Online
Tickets
1 Attendee with Hotel Room
$495.00
Sale ended1 Attendee, No Hotel Room
$395.00
Sale ended